Finance Administrator within IFA
Finance Administrator within IFA LondonPermanent Full-timeSalary: £30,000-£35,000 per annum (DOE) Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you''ll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we''d love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you''ll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!